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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,093 | $58,828+31.0% | $78,002-1.2% | $62,881+22.6% |
| Participation rate | 64.3% | 71.1%-6.8pp | 75.5%-11.2pp | 69.3%-5.0pp |
| Annual return | 3.44% | 17.16%-13.7pp | 425.99%-422.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $275 | $1,672-83.6% | $2,470-88.9% | $2,281-88.0% |
| Participant deferral / active EE | $2,746 | $2,686+2.2% | $3,497-21.5% | $3,203-14.3% |
| Admin fee / account holder | $17,325 | $4,393+294.3% | $5,481+216.1% | $4,296+303.3% |